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Import Orders from Shopify Into Printfection

Overview

Printfection can work with a 3rd party service like Shopify to handle swag orders. Using the Printfection Collection campaign (formerly Import campaign) is the best way to get your orders out Shopify and sent with Printfection. This is a step-by-step walkthrough of that process.


Setting Up Shopify with Printfection

You'll only need to do this first portion one time per-item in Shopify, but we wanted to make sure and mention it first. When adding an item in Shopify you'll want to set the SKU as the Printfection ID number, as well as the size. To do this: Go to the Item Manager from the top navigation dropdown. 

Then you'll want to choose the item you'll be using in Shopify and click the Item Details link.

Now you can copy the Item ID# from the top right of the page, this will become the first part of your Shopify SKU (or the only part if your item has no sizes). 

The second half or your SKU should be the size you're selling, if the item has a size. Your final Shopify SKU should look like: ItemID#-ItemSizeName i.e. 872618-Small.

Exporting from Shopify into Printfection

1. Export Your Orders Out of Shopify

Login to your Shopify account and go to the Orders overview page, you'll see a list of your orders. 

Select the orders that you need to work with using the checkboxes by the order or the bulk-select checkbox up top. 

Once Selected, click the Export button located in the top right of the screen. You'll be presented with a menu to choose the orders you want to export, choose the Selected: option and choose CSV as the export type.

Once you hit Export Orders a CSV file will be downloaded to your computer. 

 

2. Set Up a Collection Campaign

Inside Printfection, open an existing Collection campaign or create a new one through the Campaign Wizard.

Once inside you might want to go to the Settings page so you can specify mailing information and a campaign name.

3. Import Your Shopify Orders

Now that you have a campaign with the right settings, you can go to the Manage page in the navigation and select the Import from CSV menu option. 

Upload your CSV file as directed:

Once uploaded you'll be given a list of column names, you'll need to match these with the names from the the CSV file — we detect Shopify's column names automatically so everything should be done, just review it to make sure.

Now you'll be taken to a table view of your orders, you're almost done!

If your Shopify items use an ID number that matches Printfection's item ID number then you should be all set.

However, if you see item icons with a question mark, you'll want to open the order and match the product name from the CSV to the corresponding item. Simply use the Select a Product dropdown and choose the matching Printfection item. 

We'll automatically detect other instances of this item association, and ask if you want to apply it to all orders. Choose Yes, Associate # Items.

You'll want to do this for any order that has items with a question sign, until all your items have been mapped. 

Congrats, you've now matched all your items from the CSV to Printfection and are ready to place your orders. Simply choose your payment method and hit the Place Orders button at the bottom of the page. Each order will be shown on the campaign overview page, along with a receipt.

Note — Orders only work with in-stock items: 
It's important to understand that Printfection's Collection campaign only works if you are sending items that are in-stock. If you have items that are in-route to be stocked, those cannot be used in a Collection campaign until they are physically available in our fulfillment center.

4. One last step, marking your orders complete

Now you'll want to return to Shopify's interface and mark all the orders you downloaded as fulfilled. You probably do not want to notify customers through Shopify of their order fulfillment, as Printfection sends order confirmation emails & tracking numbers automatically. 

Once you've done that, you're all done!

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